What went well
  • IDEX delivered record orders of over $1 billion, up 28% organically, with double-digit year-over-year order growth across all three segments and Health & Science Technologies (HST) leading at 47% organic order growth.
  • Organic sales grew 5% and adjusted EBITDA margin expanded 70 basis points year-over-year to 28.1%, with results meaningfully exceeding the company's guidance for the quarter.
  • Adjusted EPS grew 12% to $2.32, well above the guided range of $2.07-$2.12 even excluding a $0.08 benefit from IEEPA tariff refunds; reported GAAP diluted EPS was $1.93, up 11%.
  • Strong, visible demand in data center, semiconductor, and space & defense pushed those application sets to over a third of HST revenue, and management now has roughly twice the 2027 HST volume booked versus this point last year.
  • The growing backlog gave management the confidence to raise the full-year 2026 outlook across organic growth, adjusted EBITDA margin, and adjusted EPS, while gross leverage improved to 1.9x from 2.1x.
  • The FMT water platform (IDEX Intelligent Water) and mining (ABEL Pumps) grew double digits, and management flagged early signs that traditional short-cycle distribution demand is also beginning to inflect upward.
What went wrong
  • FMT and FSDP organic sales were nearly flat (FMT +1%, FSDP -1%), with softness in ag, chemical, and energy end markets in FMT and reduced dispensing and softer European rescue activity in FSDP.
  • FMT adjusted EBITDA margin declined 20 basis points year-over-year (and FSDP fell 50 bps) as unfavorable mix and volume de-leverage offset productivity, against a tough 35% FMT comp from a year ago.
  • IEEPA tariff refunds distorted the headline results, reducing organic growth by 2% (customer rebates) while flattering margins by roughly 130 basis points and adjusted EPS by $0.08, requiring careful adjustment to see underlying performance.
  • Management cautioned that the improved forward visibility applies only to a relatively narrow corridor of fast-growing HST orders, while the vast majority of IDEX remains rapid-replenishment with little visibility beyond the current quarter.
  • Capital expenditures were raised to ~$110 million (from $90 million) to support 2027-2028 capacity, and lingering industrial uncertainty (geopolitics, rates, inflation) still tempers the pace of the broader short-cycle recovery.

Guidance Changes

MetricPeriodCurrent guidance
Organic revenue growthFY20265%-6% (HST ~low double digits; FMT and FSDP slightly up)
Adjusted EBITDA marginFY202627%-27.3%
Adjusted EPSFY2026$8.70-$8.85 (high-single- to low-double-digit growth)
Capital expendituresFY2026~$110 million (select capacity for high-growth businesses)
Organic revenue growthQ3 20265%-7%
Adjusted EBITDA marginQ3 202627%-27.5%
Adjusted EPSQ3 2026$2.20-$2.25
Share repurchasesFY2026~$75 million per quarter, with flexibility based on leverage and M&A

Performance Breakdown

MetricYoYNote
Orders (organic) +28% (record >$1B) Double-digit growth across all segments; HST +47%, FSDP +19%, FMT +11%, led by AI-linked data center, semiconductor, and optical-switching demand.
Organic sales +5% HST +12% on advantaged-market volume, FMT +1% and FSDP -1%; ~2% reduction from expected IEEPA customer rebates.
Reported sales +6% to $920.6M Higher volume with positive price contribution, led by HST semiconductor, data center, and space & defense.
Adjusted EBITDA margin +70 bps to 28.1% Productivity, volume leverage (led by HST), and a ~130 bps net benefit from tariff refunds; ex-IEEPA at the high end of the 26.5%-27% guide.
HST margin +270 bps Positive volume leverage and price/cost, including a 90 bps tariff-refund benefit; ~40% incremental flow-through excluding refunds.
Adjusted EPS +12% to $2.32 Higher HST volumes and operational execution; includes a $0.08 IEEPA benefit, still well above the $2.07-$2.12 guide.
GAAP diluted EPS +11% to $1.93 GAAP operating income of $199.9M on sales of $920.6M (operating margin ~21.7%); net income attributable to IDEX of $143M.
Free cash flow $177M Strong earnings and cash generation; ended the quarter with over $1.1B of liquidity and leverage down to 1.9x.

Earnings Call Themes & Trends

TopicPrevious mentionCurrent periodTrend
Advantaged-market pivot (data center, semiconductor, space & defense)Portfolio being repositioned via acquisitionsThe three sectors now exceed a third of HST revenue; ~50% of the semiconductor portfolio is recurring (Mott filtration), and management sees classic IDEX 'small cost, high impact' components creating decades-long annuity streams.
Order visibility and backlog buildRapid-replenishment with limited forward visibilityFastest-growing customers are pre-booking capacity further out, giving ~2x the 2027 HST volume booked versus a year ago, though management stressed this is still a narrow corridor of the overall business.
Short-cycle / FMT inflectionMuted core sales despite building ordersLonger-lead-time, OEM-driven orders (water, mining, Viking data center support) led the quarter, followed late in Q2 and into July by early recovery in classic up-and-down-the-street distribution demand.
IDEX Intelligent Water platformMunicipal wastewater analytics/inspectionGrew double digits, now powered by both municipal (Envirosight cameras/analytics for storm/wastewater) and a differentiated, water-saving high-purity water franchise for semiconductor fabs.
80/20 and margin qualityApplying 80/20 across the portfolioFocus is on newly acquired high-growth businesses to unlock further margin expansion into 2027+; FMT and HST flow-through can reach ~40% and high-30s respectively as volume normalizes.
Capital allocation & M&APulled back on large deals; steady buybacksMaintaining ~$75M/quarter repurchases with flexibility; M&A intensity is high but proprietary and hard to time, focused on bolt-on 'attachment points' that strengthen the growth platforms.
IEEPA tariff refundsTariff cost/price dynamicsOne-time U.S. government tariff refunds (largely confined to Q2) reduced cost of sales and interest expense and triggered select customer rebates, netting a $0.08 EPS and ~130 bps margin benefit that management isolated for transparency.

Q&A Summary

Mike Halloran (Baird) asked what IDEX is seeing on a forward basis across short-cycle and advantaged markets, and how backlog build and visibility compare to history.
Eric Ashleman said Q2 was atypical in that longer-lead OEM-driven orders (water, mining, Viking) led the FMT inflection first, with classic short-cycle distribution demand rotating up later in Q2 and into July; in HST, momentum built over ~18 months and inflected in early 2026, with a big data-center pneumatics order positioned for 2027 giving roughly twice the forward volume of a year ago and supporting the modest CapEx step-up.
Deane Dray (RBC, on his final IDEX call before retirement) asked about the profile of short-cycle demand and whether HST is seeing any blanket orders in life sciences.
Ashleman said the classic up-and-down-the-street small-order flow is strengthening (a proxy for the industrial economy), though a large BAND-IT aerospace/defense blanket order dominated; in HST there were no life-science blanket orders but core fluidics/analytical instruments and optical filters improved to mid-single-digit rates with some backlog build.
Bryan Blair (Oppenheimer) asked about FMT order progression and back-half growth, and what differentiates the Intelligent Water platform.
Ashleman said the faster-converting fragmented order pattern inflected at quarter-end and continued into July; the water platform's two pieces (municipal wastewater analytics/inspection via Envirosight, and a differentiated water-saving high-purity semiconductor water franchise) are both firing now, versus only municipal a year or two ago, with no signs of downward inflection.
Joe Giordano (TD Cowen) asked whether a high-single- to low-double-digit HST revenue placeholder for 2027 is reasonable and how IDEX separates its strategy from simply riding hot end markets.
Ashleman cautioned that the visible fast-growing chunk is a relatively narrow corridor while most of IDEX remains rapid-replenishment, though arrows point positive; he credited genuine, often competitor-less engineered solutions (especially in space & defense) developed from acquired assets rather than riding a wave.
Rob Wertheimer (Melius) asked how much of the order strength is attributable to IDEX's innovation/new-market strategy and what drove the uptick in mining.
Ashleman attributed mining strength to ABEL Pumps, which under 80/20 singularly chased global critical-minerals mining and has grown every year; on the strategy question, he said more than the majority of the three advantaged-market applications (now a third of HST) are genuinely new solutions born from combining acquired capabilities, powered by rapid iteration in material science.
Nathan Jones (Stifel) asked what the increased CapEx supports and about the medium-term capital-allocation and M&A cadence.
Ashleman said the CapEx (mostly HST) is longer-term, positioning for higher 2027-2028 output rather than breaking current bottlenecks, and remains asset-light; on capital allocation, the proprietary M&A pipeline intensity is high around growth-platform attachment points, with Sean Gillen adding that ~$75M/quarter buybacks are the base case, flexing with the deal pipeline.
Vlad Bystricky (Citi) asked how mature the growth efforts are, how 80/20 will keep supporting growth, and about the North American fire market in FSDP.
Ashleman said they are still early, with each win opening adjacent doors and the same component technology moving laterally across semiconductor, space & defense, and data center; on fire, it is a continuation of a multiyear mobile-fire-platform backlog with an additive, differentiated automation-gear kicker embedded in that backlog.
Andrew Buscaglia (BNP Paribas) asked about the ceiling for FMT margins as volume returns and about geographic trends.
Gillen said that once FMT volume normalizes, incremental flow-through would run close to 40% given the businesses' high-30s/40s profitability; Ashleman said North America is strongest, Europe steady, India growing faster than China, with India increasingly a jump-off point for globalizing HST growth.
Dan DiCicco (BMO) asked where else IDEX can leverage existing technologies across higher-growth areas beyond space & defense.
Ashleman pointed to broad runway within data center, semiconductor (wafer production/inspection), and space & defense (low-earth-orbit communications, Mott propulsion/payload filtration, optics), plus continued long-run support for life sciences and the analytically similar water platform in FMT.
Brett Linzey (Mizuho) asked about HST incremental margins as the advantaged-market mix shifts, and the allocation and duration of the IEEPA rebates.
Gillen said HST flow-through, recently low-to-mid-30s, was high-30s ex-IEEPA this quarter and should stay there as higher-gross-margin acquired businesses drive the mix; the tariff refunds and associated customer rebates should be essentially confined to Q2, with only marginal deviation possible in later quarters.

More on Idex Corp /De/

Reported 2026-07-29 · figures from the Idex Corp /De/ Q2 2026 earnings call.

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